Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$173M
3
+$168M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$79.8M
5
VLO icon
Valero Energy
VLO
+$75.5M

Top Sells

1
+$195M
2
+$160M
3
+$137M
4
BLK icon
Blackrock
BLK
+$103M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$99.4M

Sector Composition

1 Technology 13.21%
2 Financials 8.64%
3 Healthcare 7.44%
4 Consumer Discretionary 5.63%
5 Industrials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.66M 0.01%
170,549
-6,547
677
$8.63M 0.01%
149,265
-2,463
678
$8.55M 0.01%
91,698
-3,136
679
$8.55M 0.01%
115,227
-24,599
680
$8.54M 0.01%
941,853
681
$8.53M 0.01%
29,411
-816
682
$8.52M 0.01%
101,565
+1,188
683
$8.51M 0.01%
369,738
+254,218
684
$8.48M 0.01%
63,494
+1,710
685
$8.48M 0.01%
48,800
-5,872
686
$8.47M 0.01%
670,484
+64,170
687
$8.45M 0.01%
85,016
-123,309
688
$8.42M 0.01%
54,477
+2,725
689
$8.41M 0.01%
96,061
-20,029
690
$8.38M 0.01%
167,273
-6,443
691
$8.35M 0.01%
142,473
-13,537
692
$8.34M 0.01%
442,214
+38,461
693
$8.32M 0.01%
24,944
-6,855
694
$8.29M 0.01%
87,311
-1,938
695
$8.28M 0.01%
67,909
+40,681
696
$8.26M 0.01%
214,158
-37,794
697
$8.17M 0.01%
72,378
+4,532
698
$8.16M 0.01%
424,060
+2,681
699
$8.13M 0.01%
57,047
-3,151
700
$8.13M 0.01%
57,815
-8,978
26 27
28
29 30